cheaper panels coming. maybe. margin pressure , page-5

You have avoided the question. What is the conversion price for the wafer to panel for the sliver panels?

Until you can answer that question then we will know if sliver tech is truely a threat or not.

We know that they are not highly effi. Which will mean they will not be attractive for the rooftop market. If the selling price per watt is not below 1.70 per watt for the solar panels then they will find it hard to compete in the ground mount space.